MyIdeagen Healthcare Guardian page configuration tips to see exactly what you want, how you want
This may not be directly design related but it's about changing how things look to suit you so just bear with me and you’ll know what I mean…
As many of you may already know, MyPage is a great way to view everything that is applicable to you across the Ideagen Healthcare Guardian system, everything you need in one place in your own frame of reference.
However, sometimes, you like to see your information in a slightly different way to the standard display there are a number of ways you can use the every day Ideagen Healthcare Guardian tools to tweak your sections to really make them work for you.
Filtering
Most of you are familiar with pickers and slicers, well, did you know the filtering system on MyPage works in exactly the same way.
If you press the filter button on any of the sections, the filter section will expand from the toolbar and give you a view of all the filters/slicer for that particular section.
You can use any of these like a normal picker/slicer to filter the records you have in your section list.
What most people don’t know however is that you can open the enterprise dimensions panel and actually drag on more filters and custom field filters to better organise your lists.
Grouping
You can also group your lists by several pre-defined categories (depending on the object) including:
- Objectives
- Measure
- Performance
- Performance YTD
- Stage
- Priority
- Owner
- Parent object
- Risk
You can use these to separate out all the records on your MyPage lists for that particular object type, tasks, risks or the measure performance cards at the top.
They’ll have a neat band running across the page to separate them out and if it’s a performance related grouping they’ll be coloured according to your performance scheme.
Sorting
In your object type lists on MyPage, you will notice there are ‘invisible’ columns for different summary elements of each type. This means you can use the column headers to sort by each column ascending or descending. If you hold ctrl you can click multiple columns to sort by several elements.
I use tasks a lot in Ideagen Healthcare Guardian, so I:
- Filter my tasks to hide “Completed” and “Deferred” and also filter by “Owner” to show just me
- Group my tasks by priority so “Critical” is at the top and “low is at the bottom, with everything in between. Ideagen Healthcare Guardian uses colour banding for priority also which helps visualise importance.
- I then sort by “due date” THEN by “progress”
This now gives me the perfect view of how I like to organise my tasks for myself to see what the top priorities are against their due date and progress.
If you have any tips on how you like to organise your MyPage, please let us know in the comments below!